You are using an outdated browser. Please upgrade your browser to improve your experience.
StrategyFirst

Bring all aspects of your finances together in one App for a complete picture of your financial world

Bring all aspects of your finances together in one App for a complete picture of your financial world

StrategyFirst

by Strategy First Financial Planning Pty Ltd
StrategyFirst
StrategyFirst
StrategyFirst

What is it about?

Bring all aspects of your finances together in one App for a complete picture of your financial world.

StrategyFirst

App Details

Version
3.74
Rating
NA
Size
162Mb
Genre
Finance Lifestyle
Last updated
June 11, 2020
Release date
November 30, 2018
More info

App Screenshots

StrategyFirst screenshot-0
StrategyFirst screenshot-1
StrategyFirst screenshot-2
StrategyFirst screenshot-3
StrategyFirst screenshot-4
StrategyFirst screenshot-5
StrategyFirst screenshot-6
StrategyFirst screenshot-7
StrategyFirst screenshot-8
StrategyFirst screenshot-9

App Store Description

Bring all aspects of your finances together in one App for a complete picture of your financial world.

Strategy First’s innovative portal integrates feeds from all your assets and liabilities real-time, so you can track performance against goals and create the best chance of achieving your wealth aspirations.

Smarter Financial Management:

> Net worth tracking real-time on your mobile

> Cashflow updates with the auto-categorisation of income and expenses

> Digital document signing. Quick, easy and secure

> Connect with your Adviser for advice

> All your financial info stored in one place

> Anytime, anywhere access from your desktop, tablet or mobile

> Tax time made easy with secure cloud access

> Bank level security

> Multifactor authentication for peace of mind

> Safe ‘read-only’ service. No transactions through App

> Notifications so you never miss a deadline

> Add your home or investment property for monthly valuations, integrated rent statements, tools for depreciation schedules, equity estimates & borrowing capacity

This dashboard tool is designed to track your financial performance and can be used in conjunction with our Wealth Achievement Program. Ask about our comprehensive financial planning service that includes investment strategy design, ongoing advice, accountability on progress, assessment of legislative implications and the opportunity to leverage market threats and opportunities.

Dream a little to set your financial goals… and then develop a structured plan around smart financial decisions to give the best chance of achieving your ambitions.

(Logbook function will uses location background mode, which may dramatically decrease battery life)

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to [email protected] and your information will be removed.